Bleakley Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
22,166
+491
| +2% | +$167K | 0.19% | 99 |
|
|
2025
Q1 | $6.65M | Sell |
21,675
-781
| -3% | -$240K | 0.21% | 90 |
|
|
2024
Q4 | $7.23M | Buy |
22,456
+157
| +0.7% | +$50.6K | 0.22% | 74 |
|
|
2024
Q3 | $7.01M | Sell |
22,299
-480
| -2% | -$151K | 0.21% | 78 |
|
|
2024
Q2 | $6.78M | Sell |
22,779
-22,885
| -50% | -$6.81M | 0.2% | 99 |
|
|
2024
Q1 | $13.2M | Buy |
45,664
+798
| +2% | +$230K | 0.38% | 48 |
|
|
2023
Q4 | $11.8M | Buy |
44,866
+2,567
| +6% | +$673K | 0.37% | 48 |
|
|
2023
Q3 | $9.94M | Sell |
42,299
-667
| -2% | -$157K | 0.35% | 58 |
|
|
2023
Q2 | $10.5M | Sell |
42,966
-1,622
| -4% | -$395K | 0.33% | 55 |
|
|
2023
Q1 | $10M | Sell |
44,588
-818
| -2% | -$184K | 0.34% | 58 |
|
|
2022
Q4 | $9.56M | Buy |
+45,406
| New | +$9.56M | 0.34% | 57 |
|